See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,118 | $142,344-38.1% | $119,609-26.3% | $134,475-34.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.92% | -12.44%-7.5pp | -14.97%-4.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $12,438 | $5,222+138.2% | $4,232+193.9% | $4,740+162.4% |
| Participant deferral / active EE | $11,593 | $6,469+79.2% | $5,602+106.9% | $6,400+81.1% |
| Admin fee / account holder | $443 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |